Customize Your TaskRay Experience With Add-Ons for Premium Edition

High-Impact Features, Your Way

Every business grows at its own pace and so should your project management tools. That’s why TaskRay’s new Add-Ons give you the flexibility to expand capabilities on your own timeline. Whether you’re ready to solve specific business challenges or unlock advanced functionality, you can now choose exactly what you need to drive outcomes that matter most.

Our Add-Ons are designed to help teams:

• Adopt features based on your readiness, resources, and goals.
• Expand capabilities over time, without forced upgrades.
• Tackle real business problems with focused, impactful features.
• Get measurable value quickly with easy-to-implement solutions.

Flexible Options with New Add-Ons

You can enhance Premium Edition with Add-Ons to bring even greater value to TaskRay. Each one is designed to help you solve specific challenges, accelerate processes, and improve visibility across your projects.

Template Sync

Keep every project aligned, compliant, and up to date automatically. With Template Sync, any change you make to a project template instantly updates all connected, active projects. This ensures your teams always follow the latest processes, maintain regulatory compliance, and adhere to internal standards without manual effort.

Use it to:

• Keep projects compliant with evolving regulations and requirements
• Ensure process consistency across teams and departments
• Save hours by automating updates to active projects

⭐ Best for compliance-driven, process-first organizations managing high template volume who need instant, consistent updates without manual overhead.

TaskRay AI

Harness the power of Agentforce, Salesforce’s trusted AI layer, directly within TaskRay. TaskRay AI helps teams work smarter and faster by assisting with project insights, summarization, and data-driven recommendations, all inside your Salesforce environment.

Use it to:

• Generate project summaries and insights in seconds (coming soon)
• Surface key priorities faster
• Free up time for higher-value work

⭐ Best for teams who want AI that understands their projects, flags what needs attention, and helps them take action faster.

Forms

Collect and manage project data with greater accuracy and speed. With digital, mobile-friendly forms, you can streamline data collection and ensure updates flow directly into TaskRay projects, no manual entry required.

Use it to:

• Improve accuracy: Eliminate paper-based bottlenecks and human error.
• Stay mobile: Empower field teams to submit updates and reports on the go.
• Keep projects current: Automatically update project records and notify stakeholders when new data is submitted.

⭐ Best for teams who need clean, real-time updates from contributors outside Salesforce.

Choose Your Path to Greater Efficiency

Every team’s journey looks different. That’s why TaskRay Add-Ons are built for flexibility. Whether you want to scale thoughtfully or implement advanced capabilities right away, you can tailor your TaskRay experience to meet your team’s goals.

See how TaskRay Add-Ons can help you scale smarter, deliver faster, and get more from every project.